Anthropic and OpenAI's continued development of AI applications and features tailored to specific industries is raising concern among some enterprise customers that they may eventually have to compete directly with their own AI suppliers. Canva, the design software company, has recently faced that dilemma. Many business customers had previously assumed Anthropic and OpenAI would keep offering their most advanced AI models through an API, allowing outside companies to build their own products on top of those systems. As the two companies move further into the application layer, some customers now worry the strongest capabilities could be prioritized for proprietary products rather than shared externally. That shift could reshape how businesses depend on AI infrastructure providers, turning what was once seen as a supplier relationship into a potential competitive one. It remains unclear whether Anthropic and OpenAI will change their API policies, but debate is intensifying over whether model providers will compete with customers for the application market, according to The Information.